Number of Shares
329,520.00
Current Holdings Value*
$16.91 Mil
% of Portfolio
2.83%
Total Estimate Gain
$371,658.67
% of Total Estimate Gain
2.15%

Legacy Financial Advisors, Inc.'s Natixis Gateway Quality Income ETF Holding Summary

As of 2025-03-31, Legacy Financial Advisors, Inc. held 329,520.00 shares of Natixis Gateway Quality Income ETF(GQI), totaling $16.91 Mil. This investment constitutes 2.83% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 12.63% of the outstanding Natixis Gateway Quality Income ETF(GQI) stock.

The initial trade took place in 2024Q1. And since then Legacy Financial Advisors, Inc. has made 5 purchases of GQI, at an average price of $52.43, for a total of 329,520.00 shares. Based on historical transaction data and GQI's current price of $53.56, Legacy Financial Advisors, Inc.'s estimated gain on his GQI holdings is $371,658.67, reflecting a 2.15% gain to date.

Legacy Financial Advisors, Inc. GQI ($53.56) Holding Chart

Legacy Financial Advisors, Inc. GQI ($53.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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